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Sowell Financial Services’s EPR Properties EPR Stock Holding History

Sowell Financial Services’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-52
Closed -$3K – 1162
2021
Q1 		$3K Buy
52
+13
+33% +$548 ﹤0.01% 2725
2020
Q4 		$1K Hold
39
– – ﹤0.01% 2565
2020
Q3 		$1K Hold
39
– – ﹤0.01% 2354
2020
Q2 		$1K Sell
39
-104
-73% -$3.09K ﹤0.01% 2281
2020
Q1 		$3K Sell
143
-369
-72% -$21.2K ﹤0.01% 1973
2019
Q4 		$36K Sell
512
-340
-40% -$25.1K ﹤0.01% 1254
2019
Q3 		$65K Buy
+852
New +$64.8K 0.01% 930

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's EPR Position: Q2 2021 in Review

Sowell Financial Services sold out of EPR Properties (EPR) in Q2 2021, closing a stake of 52 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in EPR in Q3 2019 and held it in 7 quarters. The position peaked at $65K in Q3 2019. 316 funds tracked by Wall St. Rank hold EPR as of Q2 2021.

  • Sowell Financial Services reported no remaining EPR Properties position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 52 EPR Properties shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in EPR Properties in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's EPR Properties position peaked at $65K in Q3 2019.
  • 316 funds tracked by Wall St. Rank held EPR Properties as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.